Wasatch Hoisington Treasury Fund Quote
WHOSX Fund | USD 11.11 0.34 3.16% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Wasatch-hoisington is trading at 11.11 as of the 26th of November 2024; that is 3.16 percent up since the beginning of the trading day. The fund's open price was 10.77. Wasatch-hoisington has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Wasatch Hoisington Treasury Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The fund typically invests at least 90 percent of the funds total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. The adviser adjusts the average maturity and effective duration of the funds portfolio based on HIMCOs assessment of multi-year trends in national and international economic conditions.. More on Wasatch Hoisington Treasury Fund
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Wasatch-hoisington Mutual Fund Highlights
Fund Concentration | Wasatch Funds, Large Funds, Long Government Funds, Long Government, Wasatch (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 31st of January 2023 |
Fiscal Year End | September |
Wasatch Hoisington Treasury Fund [WHOSX] is traded in USA and was established 26th of November 2024. Wasatch-hoisington is listed under Wasatch category by Fama And French industry classification. The fund is listed under Long Government category and is part of Wasatch family. This fund at this time has accumulated 279.74 M in net assets with minimum initial investment of 2 K. Wasatch Hoisington is currently producing year-to-date (YTD) return of 0.63% with the current yeild of 0.05%, while the total return for the last 3 years was -14.44%.
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Instrument Allocation
Wasatch Hoisington Risk Profiles
Mean Deviation | 0.8312 | |||
Standard Deviation | 1.09 | |||
Variance | 1.19 | |||
Risk Adjusted Performance | (0.06) |
Wasatch-hoisington Against Markets
Other Information on Investing in Wasatch-hoisington Mutual Fund
Wasatch-hoisington financial ratios help investors to determine whether Wasatch-hoisington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch-hoisington with respect to the benefits of owning Wasatch-hoisington security.
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